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FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLAN

Written by Spiral Design on . Posted in Insights, Videos, Videos & Podcasts.

FENIMORE ASSET MANAGEMENT’S
LONG-TERM SUCCESSION PLAN

Fenimore’s Founder & Executive Chairman Tom Putnam, CEO John Fox, and President Deb Pollard discuss why we’ve held an annual meeting since 1987, our long-term succession plan, and recent news.

This excerpt is from our October 2021 FAM Funds Annual Shareholder Informational Meeting.

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Just a Minute with Fenimore: “Fixed for Retirement”

Written by Spiral Design on . Posted in Investor Education, Resources, Retirement Resource, Videos, Videos & Podcasts.

JUST A MINUTE WITH FENIMORE:
“FIXED FOR RETIREMENT”

  • Discover: Fenimore’s goals for fixed income investing; what makes our research process distinctive; how we strive to mitigate risk; and how we partner with investors. 
  • This video is part of the “Just A Minute with Fenimore” series.
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What is a Roth Conversion?
Investor Education Series

Written by Spiral Design on . Posted in Investor Education, Retirement Resource, Videos, Videos & Podcasts.

What is a Roth Conversion?
Investor Education Series

In this short educational video Shaun Fagant, Shareholder Relations, clearly defines a Roth IRA Conversion.

If you would like more information about a Roth IRA Conversion, please watch our other video, “Roth Conversions” or contact us at 800.932.3271.

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The Quest for Quality Small-Cap Stocks

Written by Spiral Design on . Posted in Featured News & Insights, Podcasts, Videos & Podcasts.

THE QUEST FOR QUALITY
SMALL-CAP STOCKS

FAM Small Cap Fund Portfolio Managers Andrew Boord and Kevin Gioia chat with Senior Vice President Anne Putnam about Fenimore’s relentless quest for quality small-cap stocks. This pursuit began in 1974 and continues today.

Podcast Highlights Include:
  • Fenimore’s proprietary, in-depth, quality and margin-of-safety screens.
  • Our select, investable universe.
  • Interesting examples of the types of holdings we seek.
  • Fenimore’s actively managed approach to constructing a concentrated portfolio of small-cap equities.
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